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VSCAX vs VSOIX
VSCAX vs VSOIX Comparison
Open Charts VSCAX vs VSOIX
Invesco Small Cap Value A
Price$22.51
Change+$0.10 (+0.45%)
VolumeN/A
Net Assets6.37B
Victory Sycamore Small Company Opp I
Price$43.18
Change-$0.09 (-0.21%)
VolumeN/A
Net Assets5.56B
VSCAX vs VSOIX Comparison Chart
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VSCAX vs. VSOIX commentary
Jun 06, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is VSCAX is a Buy and VSOIX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.37B vs. VSOIX (5.57B). VSOIX pays higher dividends than VSCAX: VSOIX (0.88) vs VSCAX (0.37). VSCAX was incepted earlier than VSOIX: VSCAX (26 years) vs VSOIX (18 years). VSCAX (1.12) is less costly to investors than VSOIX (0.89). VSCAX is a more actively managed with annual turnover of: 40.00 vs. VSOIX (37.00). VSCAX has a lower initial minimum investment than VSOIX: VSCAX (1000) vs VSOIX (2000000). VSCAX annual gain was more profitable for investors over the last year : -2.24 vs. VSOIX (-9.29). VSCAX return over 5 years is better than : 90.33 vs. VSOIX (11.19).
| VSCAX | VSOIX | VSCAX / VSOIX | |
| Total Expense Ratio | 1.12 | 0.89 | 126% |
| Annual Report Gross Expense Ratio | 1.12 | 0.89 | 126% |
| Fund Existence | 26 years | 18 years | - |
| Gain YTD | -4.679 | -8.268 | 57% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.37B | 5.57B | 114% |
| Annual Yield % from dividends | 0.37 | 0.88 | 42% |
| Returns for 1 year | -2.24 | -9.29 | 24% |
| Returns for 3 years | 15.89 | -11.03 | -144% |
| Returns for 5 years | 90.33 | 11.19 | 807% |
| Returns for 10 years | 9.86 | 13.26 | 74% |
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